See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $35,660 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,346 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $433 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,388 | $99,957+4.4% | $149,696-30.3% | $73,488+42.0% |
| Participation rate | 97.8% | 75.7%+22.1pp | 82.5%+15.3pp | 70.7%+27.1pp |
| Annual return | 16.52% | 53.87%-37.3pp | 276.60%-260.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,330 | $3,191-27.0% | $4,644-49.8% | $2,270+2.6% |
| Participant deferral / active EE | $4,810 | $6,073-20.8% | $6,842-29.7% | $3,740+28.6% |
| Admin fee / account holder | $131 | $551-76.2% | $9,309-98.6% | $513-74.4% |